Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-554
Closed -$252K 1551
2025
Q1
$252K Sell
554
-111
-17% -$50.4K ﹤0.01% 1192
2024
Q4
$321K Buy
665
+71
+12% +$34.3K ﹤0.01% 1153
2024
Q3
$270K Buy
594
+89
+18% +$40.5K ﹤0.01% 1268
2024
Q2
$208K Buy
+505
New +$208K ﹤0.01% 1320